Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORKIVA INCWK · Entity 589 | Director | June 01, 2026 | June 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WORKIVA INC
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,288 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 4,070 · Balance 7,288 F1: Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy family trust | 46,332 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 46,332 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 3, 2026 20:29 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 4,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001244046-26-000004 · wk-form4_1780518574.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,288 F1 · kind: Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan. Read SEC document |
| October 30, 2025 Filed Feb 13, 2026 21:19 UTC | WORKIVA INC WK · Entity 589 | GiftClass A Common Stock | 34,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001244046-26-000002 · wk-form5_1771017581.xml · nonDerivative · entry 2 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By family trust Disclosed balance after: 46,332 F1 · kind: Represents a gift of securities by the Reporting Person to a family trust. Read SEC document |
| October 30, 2025 Filed Feb 13, 2026 21:19 UTC | WORKIVA INC WK · Entity 589 | GiftClass A Common Stock | 34,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001244046-26-000002 · wk-form5_1771017581.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,218 F1 · kind: Represents a gift of securities by the Reporting Person to a family trust. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 20:40 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 3,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-25-000110 · wk-form4_1748896838.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,107 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 20:33 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 2,817 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-24-000086 · wk-form4_1717446786.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,889 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 20:13 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 3,500 | $100.46 | $351,610.00 |
DisclosureSEC source: 0001445305-23-000121 · wk-form4_1686773623.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By family trust Disclosed balance after: 11,443 Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 20:35 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 2,217 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-23-000113 · wk-form4_1685651696.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,072 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:19 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 4,000 | $90.20 | $360,800.00 |
DisclosureSEC source: 0001445305-23-000065 · wf-form4_167822397513646.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 14,943 Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:43 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 2,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-22-000100 · wf-form4_165428899964741.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,855 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:17 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 5,000 | $136.43 | $682,150.00 |
DisclosureSEC source: 0001445305-21-000134 · wf-form4_163000900689547.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 18,943 F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $136.00 to $137.08. For all transactions reported in this Form 4 utilizing a weighted-average price, the Reporting Person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 20:20 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 2,041 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-21-000080 · wf-form4_162309716459587.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,930 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 20:19 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 5,000 | $100.00 | $500,000.00 |
DisclosureSEC source: 0001445305-21-000048 · wf-form4_161583953400425.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 23,943 F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $100.00 to $100.13. For all transactions reported in this Form 4 utilizing a weighted-average price, the Reporting Person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 21:42 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 3,000 | $79.06 | $237,180.00 |
DisclosureSEC source: 0001445305-20-000141 · wf-form4_160815493096400.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 28,943 Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 21:15 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 5,000 | $68.49 | $342,450.00 |
DisclosureSEC source: 0001445305-20-000129 · wf-form4_160521570465071.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 31,943 Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 20:14 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 20,000 | $54.74 | $1,094,806.00 |
DisclosureSEC source: 0001445305-20-000095 · wf-form4_159769528113343.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 36,943 Read SEC document |
| May 19, 2020 Filed May 21, 2020 20:22 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 10,000 | $40.56 | $405,600.00 |
DisclosureSEC source: 0001445305-20-000078 · wf-form4_159009253977724.xml · nonDerivative · entry 2 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 56,943 F2 · price: The price reported in Column 4 is a weighted-average price. The prices actually received ranges from $40.5400 to $40.8350. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| May 19, 2020 Filed May 21, 2020 20:22 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 4,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-20-000078 · wf-form4_159009253977724.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,889 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. Read SEC document |
| August 21, 2019 Filed Aug 22, 2019 20:15 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 14,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-19-000127 · wf-form4_156650490801681.xml · nonDerivative · entry 2 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 66,943 Read SEC document |
| August 21, 2019 Filed Aug 22, 2019 20:15 UTC | WORKIVA INC WK · Entity 589 | GiftClass A Common Stock | 14,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-19-000127 · wf-form4_156650490801681.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,313 Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:15 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 3,386 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-19-000080 · wf-form4_156045692271326.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,381 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 21:15 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 5,000 | $36.54 | $182,696.00 |
DisclosureSEC source: 0001445305-18-000160 · wf-form4_154473569272800.xml · nonDerivative · entry 2 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 52,875 Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 21:15 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 2,998 | $35.29 | $105,796.72 |
DisclosureSEC source: 0001445305-18-000160 · wf-form4_154473569272800.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 57,875 F1 · price: The price reported in Column 4 is a weighted-average price. The prices actually received ranges from $35.2200 to $35.2950. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 21:16 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 2,002 | $36.82 | $73,722.65 |
DisclosureSEC source: 0001445305-18-000154 · wf-form4_154413096666651.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 60,873 F1 · price: The price reported in Column 4 is a weighted-average price. The prices actually received range from $36.80 to $36.92. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| November 29, 2018 Filed Dec 3, 2018 21:20 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 5,000 | $36.10 | $180,478.00 |
DisclosureSEC source: 0001445305-18-000152 · wf-form4_154387201912821.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 62,875 F1 · price: The price reported in Column 4 is a weighted-average price. The prices actually received range from $36.0050 to $36.25. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 21:15 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 5,000 | $36.21 | $181,050.00 |
DisclosureSEC source: 0001445305-18-000148 · wf-form4_154343970433142.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 67,875 F1 · price: The price reported in Column 4 is a weighted-average price. The prices actually received range from $36.00 to $36.48. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 21:15 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 5,000 | $36.77 | $183,829.00 |
DisclosureSEC source: 0001445305-18-000144 · wf-form4_154266210359938.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 48,000 F1 · price: The price reported in Column 4 is a weighted-average price. The prices actually received range from $36.71 to $36.87. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 21:19 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 5,000 | $36.79 | $183,931.00 |
DisclosureSEC source: 0001445305-18-000140 · wf-form4_154223029274994.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 53,000 F1 · price: The price reported in Column 4 is a weighted-average price. The prices actually received range from $36.58 to $36.8902. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:31 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 7,034 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-18-000097 · wf-form4_152892188087743.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,870 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 20:46 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 9,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001244046-17-000006 · wf-form4_149755957659969.xml · nonDerivative · entry 1 CROW MICHAEL M · CIK 0001244046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,836 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.